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Politics : High Tolerance Plasticity -- Ignore unavailable to you. Want to Upgrade?

To: Sharp_End_Of_Drill who wrote (2101)	3/21/2001 10:13:22 AM
From: ItsAllCyclical	Read Replies (1) \| Respond to of 23153

FWIW - Covered other half of JNPR short. Techs showing strength even as the DOW makes a new 52 week low. Any bit of fundamental news could send them lower again, but for now I'd rather wait for a bounce before shorting again.

To: Sharp_End_Of_Drill who wrote (2101)	3/21/2001 10:15:24 AM
From: Think4Yourself	Respond to of 23153

One nice thing about the rolling blackouts is that any excess tech inventories will be completely drained this summer. I am expecting that any fab/factory that hasn't arranged for reliable power will simply shut down for July and August. It will be cheaper than generating massive amounts of scrap every day. The result will be a big one time hit in the June-August quarter, followed by at least a few quarters of strong growth. JBL actually up $1.45 after lowering forward guidance? What a strange market.